SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)1,117,580,783.0
- RAUM (discretionary)1,087,292,612.0
- Actionable assets1,032,076,804.0
- Accounts (total)1,746.0
Institutional Clients
- Government AUM—
- Pension AUM3,814,474.0
- Charitable AUM10,080,831.0
- HNW AUM1,016,582,838.0